Wealth Preservation

Our bespoke wealth preservation service will help you structure your assets to preserve wealth for future generations. We advise on all aspects of tax and estate planning using wills, trusts and lifetime gifting and often work with our clients’ financial advisors and accountants for an effective and unified service.

We also advise on asset preservation for the vulnerable, particularly the elderly and those who have suffered a brain injury.

Our business clients find our service refreshingly commercial, working closely with the business team to give a complimentary service on all personal implications of business transactions.